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TSMDX Trillium ESG Small/Mid Cap Institutional Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are CyberArk Software Ltd (NASDAQ:CYBR).

Industry description

The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid-sized companies that meet the Adviser's Environmental, Social, and Governance ("ESG") criteria. The Adviser defines small- and mid-cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the S&P 1000® Index.

Market Cap

The average market capitalization across the Trillium ESG Small/Mid Cap Institutional MF is 14.78B. The market cap for tickers in the group ranges from 4.39B to 27.98B. WAB holds the highest valuation in this group at 27.98B. The lowest valued company is MMSI at 4.39B.

Volume

The average weekly volume growth across all stocks in the Trillium ESG Small/Mid Cap Institutional MF was 109%. For the same stocks of the MF, the average monthly volume growth was 264% and the average quarterly volume growth was 272%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 84
P/E Growth Rating: 48
Price Growth Rating: 49
SMR Rating: 41
Profit Risk Rating: 28
Seasonality Score: 2 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Professionally Managed Portfolios615 EAST MICHIGAN STREETMilwaukee
Phone
N/A
Web
N/A
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TSMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, TSMDX has been closely correlated with FSMDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if TSMDX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TSMDX
1D Price
Change %
TSMDX100%
N/A
FSMDX - TSMDX
97%
Closely correlated
+0.50%
FSMAX - TSMDX
79%
Closely correlated
+1.07%
VIEIX - TSMDX
76%
Closely correlated
+1.08%
VEXAX - TSMDX
76%
Closely correlated
+1.08%
VEMPX - TSMDX
76%
Closely correlated
+1.07%
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